See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL UNION NO. 6903+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 LLC Service code 14 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Plan Administrator | $13,483 |
INVESTMENT CONSULTING GROUP3+ years Filed as: INVESTMENT CONSULTING GROUP,INC Service code 70 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting Fees | $9,369 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $6,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,825 | $89,739-52.3% | $149,718-71.4% | $62,292-31.3% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.54% | 21.01%-3.5pp | 1501.63%-1484.1pp | 28.90%-11.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,807 | $4,797-20.6% | $6,569-42.1% | $3,169+20.1% |
| Admin fee / account holder | $180 | $551-67.4% | $11,283-98.4% | $479-62.5% |